Lucie Gee

Lucie Gee

Westminster Wealth Management LLP

Minimum savings/pensions: Over £250,000

0208 166 8476
Based in Raynes-Park
View location

Top Rated 2025
Verified since: May, 2024

4.7 out of 5

62 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 22 March 2025

  • 19

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 19 December 2024

  • Qualifications Uploaded

    Qualifications not yet added

  • Transparent Fees

    Fees not yet added

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 22 March 2025

  • 19

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 19 December 2024

  • Qualifications Uploaded

    Qualifications not yet added

  • Transparent Fees

    Fees not yet added

I am an independent financial advisor based in London. With over 10 years’ experience I work with clients on all aspects of their financial planning. Westminster Wealth is a privately owned, central London based, independent financial advisory group, providing expert financial advice to a wide range of clients. We have a team-based approach with the ability to deliver a unique blend of specialist skills linking financial planning, tax efficient structures and management of underlying assets. I advise on all areas of financial planning, look after clients at all stages of their lives, and particularly enjoy helping clients understand their wealth in a simple way. Examples of advice given includes: Pension Planning Savings and Investments Protection Inheritance Tax Planning Business Financial Planning All of the above is underpinned with detailed cashflow planning, and annual meetings ensure that plans are adapted to take into account change of circumstances and new goal setting. To find out more about how I can help you put your financial plan in place contact me for an initial conversation at no cost.

Offers available through VouchedFor

Contact Lucie through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Lucie's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

LowAverageHighVery high

Household income

£0-30K£30-50K£50-100k£100-200K£200K+

Mortgage value

£0-100K£100-250K£250-500K£500-750K£750K+

Savings

£0-50K£50-100K£100-300K£300-500K£500K+

Clients' level of financial expertise

LowAverageHighVery high

Reviews of Lucie

Are you a client of Lucie? Write your own review
Review

by a verified client in Essex

4 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I first sought advice approaching retirement to assess options. Lucie's advice enabled me to retire earlier than originally planned.

How has Lucie Gee helped you?

Lucie has provided me with a finance plan beyond my wildest dreams. I am so much better off than had I gone for the simple option and purchased an annuity. Regular updates provide comfort and confidence that my milestones are achievable and that things are on course for continued financial well-being in retirement. Lucie explains options very clearly and I know that she is looking out to ensure that the plans in place are serving me well and I know she will suggest alternative options if she thinks I could be served better.

Have you seen the outcome you were hoping for?

Yes - year in, year out.

What could they have done better?

I am completely satisfied with the service I am getting

Review

by a verified client in London

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Financial advice on investment of my pension funds.

How has Lucie Gee helped you?

Lucie was very professional and approachable. I was given clear and concise advice. The advice given gave me the confidence to invest and that my investment was in good hands.

Have you seen the outcome you were hoping for?

I have just signed my agreement.

What could they have done better?

Nothing my meetings with Lucie were invaluable.

Review

by a verified client in London

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed to organise a SAS

How has Lucie Gee helped you?

She has helped me on all aspects

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in London

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

We were after a more reliable financial planner

How has Lucie Gee helped you?

Lucie Gee has helped us plan for our future in a tax-efficient way that also balances my desire for ethical investments.

Have you seen the outcome you were hoping for?

yes.

Review

by a verified client in London

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I sold my business and needed to invest the income to fund my retirement.

How has Lucie Gee helped you?

Lucie helped me plan for my retirement and invest my savings to provide an income.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Lucie has been fantastic.

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Adviser Disclaimer

Westminster Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (490519).